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A Balanced Portfolio to Avoid (III): Most Financial Advisors Are Not...

My friend is a savvy businessman. However, like most Americans, he has a misconception: he thinks financial advisors are legally bound to put clients’ interests first. This can not be further from the...

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Financial Advisor Stealing From Father

I read with disgust this news about a “financial advisor” stealing $1.3m from his client who also happened to be his father! I want all of you to know that not all financial advisors are the same. In...

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Financial Advisor Licenses: Series 65 vs Series 7.

When I am approached by a prospective client, the question they always ask without fail is “Are you properly licensed?” This is actually the wrong question. The right question should be, “Which license...

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